BL Release 07.04

8/10/10

SR11972 – Added 'Comments' from License Tax Payment to the 'New Format' Laser license form.

SR11928 – Correct the Period End dates for Class 1 Licenses

SR11951 – Special Tax Payments – added new license forms for this process that will print the Amounts and correct license expiration dates.

SR11999 – Added Owner 2 name to the New Format License Laser form.


Changes to REPRINTING of licenses. Current YEAR reprint is now available in MASTER INQUIRY. All previous years reprint under LICENSE TAX INQUIRY. For laser, current year uses New format. All others use old format.

SR11841 – Change to 'Update Business Number for Change File' option to not allow a blank business number to be entered.


Added 5/28/2010

SR11739 – Corrected New Business Export Report to only include those new businesses. Error was causing it to pick up some businesses that were truly not new. Export file was correct, only issue was on the report.

Added 5/26/2010

SR11744 – Added new Option to ‘Update Business Number for Change File’. This will allow the clerk to enter a Business Number and this sets that business to be included in the Daily Change File Export. By adding this business and including it in the Change File, it will report that correct business number for this business to the State for them to update their data. Located under, Business License, Special, Maintenance, Update Bus.# for Change File.

Added 5/21/2010

SR11708 – NEW FORMAT License form now includes the OWNER 1 name under the business information on both the top and bottom parts of the form.

SR11709 – Tax Clearance File Import – If a business is included in this file that is delinquent with the city, this message will print on the State Tax Clearance Import Report (BLQ102B):

*** BUS. DELINQUENT-WILL NOT BE IMPORTED ***Then even if the user chooses to Import YES, this will still not be imported and a license is not created.The clerk will need to get the business ‘caught up’ to the current tax year in the BL software manually and then they can manually create a ‘zero’ license for the current tax year. This was approved by the state, as the city has the final decision in issuing the license.

New Report – Tax Clearance Import – Delinq. – This report will show only those businesses that were delinquent in an Import file from the State. This will print by Import file date and must be a file that the user chose to IMPORT - YES. Located under, Business License, Special, State Processing, Reports, Tax Clearance File – Delinq.

SR11717 – Checks the Clearance File Import to ensure multiple payments are not applied for the same year. The Import process checks the business to make sure it does not already have a current year license and if it does, the following is printed on the Import Report:

*** CUR YR PYMT MAY EXIST-NOT IMPORTED ***  This will cause the process NOT to import this business in. The clerk can then check their records and make the necessary corrections to their data or contact the State if necessary. If it is found a license does need to be created for the business, it will have to be done manually. There is a report available AFTER the Import process is completed that can be run by Import File Date to list those businesses that the system detected a current year payment already exists.

New Report – Tax Clearance Import – Exists. – This report will show only those businesses that had an existing license for the current tax year in an Import file from the State. This will print by Import file date and must be a file that the user chose to IMPORT - YES. Located under, Business License, Special, State Processing, Reports, Tax Clearance File – Exists.

SR11728 – Corrected issue when a license renewal was imported, it was not moving the ‘Current License Number’ to the ‘Previous License Number’.

SR11721 - Checks the Clearance File Import to ensure the ‘Local Business Account Number’ exists on the record. The Import process checks for the LBA number and if it does not exist, the following is printed on the Import Report:

*** NO BUSINESS NUMBER - NOT IMPORTED ***  This will cause the process NOT to import this business in. The clerk can then check their records and make the necessary corrections to their data or contact the State if necessary. If it is found a license does need to be created for the business, it will have to be done manually. There is a report available AFTER the Import process is completed that can be run by Import File Date to list those businesses that the system detected as not having a Business Number in the State file.

New Report – Tax Clearance Import – No Bus No. – This report will show only those businesses that did not have a Local Business Tax Account number in an Import file from the State. This will print by Import file date and must be a file that the user chose to IMPORT - YES. Located under, Business License, Special, State Processing, Reports, Tax Clearance Import – No Bus #.

Original Release Change

-New State Processing Reports:

New Business/St Acct - This report will show businesses with updated State Tax Account Numbers for the import date selected. (SBN##)

Change File- This report will show businesses with change files for the import date selected. (SBC##) Tax Clearance File – This report will show businesses that have licenses paid in full for the import date selected . (SBT##) This does NOT contain any amounts and it is only verification that the business has paid their license so that the city can allow the license renewal to be printed. (4/9/10 – currently this process will not process any Class 1 payments. This is due to data issues with those businesses)

Master Bs Loaded From State- This report will show businesses by beginning and ending open date range.

New Bus - No St Tx Acct Num- This report will show businesses that have no State Tax Account Number on the Master by beginning and ending open date range and class. Business Master Maintenance

New fields:

*SITUS Number – This is the proper SITUS number for this business based on the City/County the business operates in. This is a required field.

*FEIN number – Identification number for the business

*Applied For and Not Required fields - new for the Sales Tax number and FEIN number fields

*Closed ID field – this is to indicate if a business is closed. If the business notifies the city of closing, the city marks this ‘Y’. When the State Change file is sent, it will notify the State of that business closing. From that the State will handle the final closing. The State should return a Change file that includes the Closed date to update your records.

Business Master Maintenance

Changes:

*Sales Type - RETAIL or WHOLESALE options only.

*Business Type – New types have been added to match State defined types. Use the lookup to select the correct type:

PROPRIETORSHIP = 120;

HUSBAND/WIFE = 140;

OTHER 200;

PARTNERSHIP = 210;

CORPORATION = 070;

LIMITED LIABILITY COMPANY = 160

Name Maintenance

New Fields:

*Owner Type – Predetermined owner types as defined by the State (not required field). Lookup available. This field should only be filled in for ‘OWNERS’.

*Email Address- Email address of the business

*FEIN/SSN Ind – Indicates whether or not this business uses a Federal ID number (FEIN) or the individuals SSN as the tax identification number. 1= FEIN, 2=SSN

Other Enhancements:

- FEIN number prints on Tax Form. If no FIEN number exists, the software will print Sales Tax Number instead.

- If a business is closed, no Next Tax Due On date will display on the Master Maint and Master Inquiry

- Master Inquiry screen has all new fields added that were added to the Master Maintenance screen.

- Deposit report – new headings added for business and license numbers

- Business by license number and business by business number reports include Date range. This is the ‘date opened’ date.

- License lookup on license inquiry is now by Tax year then license number

- Z GL interface – control parameter to turn this on. When turned on, run Create G/L Posting Receipts then Post Receipts. This will create ZGLPK.TXT in files directory.

- Delete Business from system – no businesses may be deleted if ANY transactions have been processed. Even if all transactions have been voided, the business may not be deleted. This is per county audit.




Business License Release 06.03

New options:

Tax

License Tax Payment: When doing a FINAL CLOSING, you will be prompted for a “Close Date”. This is

the date the business actually closed. This date is then compared with the date the license is actually received

and if it is more than 15 days, a penalty is calculated. The “Close Date” entered here is only used for penalty

calculation and is not stored or displayed in the software. (The “Date Closed” on the Master Maint. screen is

the date the final closing license was issued.)

License Tax Payment: Special message. If a special message is attached to a business, by way of the Master

Maintenance Msg Code, this message will be displayed after the business number is entered.

Schedule A Maint.: Most of the fields have been made to accept amounts up to 999,999,999.99.

License Tax Inquiry: When reprinting a license, you will now have the option to reprint the License Tax

Totals Report.

License Tax Inquiry (Prior 2002 taxes): Using the Laser Full Printed form, you can now reprint the complete

license receipt.

License Estimate: Option that allows you to do an ‘estimated’ license in order to get total amounts. This

option allows you to key in the “Tax Year” thus allowing it to calculate penalty correctly.

Void License: Audit tracking requires a “void reason”. When you void a license you can print the license

receipt that was voided. It will print “VOID” in place of the dates.

TN Dept. of Revenue Report: This report can now have the amounts rounded to the nearest dollar. The report

has a new field “Round This Report” “Y” or “N”, where No is the default.

TN Dept. of Revenue Report: If the site is a “City”, this form will automatically enter “zero” on line 10. If it

is a county, the 5% will be calculated.

TN Dept. of Revenue Report: Lines 4.b. and 4.c. have been corrected to NOT include amounts collected by

audit. (Per “collected by audit” flag on receipt.)

Lookup for licenses now includes a “V” to show that a license has been voided.

Data

Master Maint.: New field “Old Name”. When you select a business that has a name change, it will prompt

you to “VIEW OLD NAME”. ‘Yes’ will give you a pop-up box that shows the old name. ‘No’ allows you to

continue. The only way to go back to view the old name is to move the cursor to the business number field.

Master Maint.: New field “Msg Code”. This is a “special message” that is attached to the business and is

viewable when that business is brought up in License Tax Payment after entering the business number.

Special Message codes can be added or maintained by hitting F5 Options while your cursor is on the Msg

Code field.

Master Maint.: When a business is “closed”, the ‘Business Type’ field will automatically be changed to

“INACTIVE”. “Inactive” businesses will print on the ‘Inactive Business Report’. When this release is

loaded it will check all existing business that are “closed” and change the ‘Business Type’ field on those

businesses to “INACTIVE”.

Master Inquiry: New field “Old Name”. When you select a business that has a name change, it will prompt

you to “VIEW OLD NAME”. ‘Yes’ will give you a pop-up box that shows the old name. ‘No’ allows you to

continue.

Load Business: This option has been removed from the Customer menu and added to the Support Staff

Menu. This option should only be used to load businesses that already have licenses and are NOT new.

Forms

Tax – the batch print process has been changed to not print forms for businesses that already paid for the tax

year entered.

Reports

Daily Business Receipts: Will no longer include amounts for receipts collected by audit. (Per “collected by

audit” flag on receipt).

Daily Business Receipts – Audit: Report for only receipts collected by audit. (Per “collected by audit” flag

on receipt).

More Reports

Delinquent Businesses – State Report: Report for the state that lists businesses that are delinquent.

Information included is business name, location address, owner, phone number, contacts, classification,

delinquent date, days delinquent and last reported gross sales amount.

Misc Reports

Business Information Report: Report by Class code that shows Business Number, Name, Current Tax Year,

Next Due Date, Class and Issue Date. Lookup for class code is available.

Deposit Report: Report by Date range that shows Business Number, Business Name, License Number,

Payment Date, Received of name, Payment Type, Payment amount.

Inactive Business Report: Lists businesses that are closed as of the current log in date. Report shows

Business Number, Name, Class and Date Closed.

License Tax Total Report (Detailed) by Business: Prints the License Tax Total Report for an individual

business. Lookup by Business Number is available.

Payment Transaction Report: Report is sorted by Payment Type and Date Range. Report shows Business

Number, License Number, Payment Type, Received of and Amount. Also totals by type by date and grand

totals by type and date range.

Controls

Special, Control, License

Special Message: Allows a message to be attached to business in Master Maint. and viewed from License

Tax Payment.

Void Reason: Allows a reason to be attached to why a license was voided.

Special, Control, License Reports

Special Message: Report of special messages that are set up on the controls.

Special, Control, Excise, Excise Tax Rates Menu

Rates: Beer, Cigarettes, Motor Fuel, Gasoline, Liquefied Fuel, Other Tobacco, Special Excise.

After these rates are entered, they will automatically be pulled into the Schedule A forms.

G/L Posting Menu

Create G/L Posting Receipts: This option will not include receipts collected by audit, per the “collected by

audit” flag on the receipt maint. form.

Report Changes:

Business By Class (BLQ100): Class 1 is now broken down by sub-classes (1A, 1B, 1C and 1D)

Business By Address (BLQ101): Business location has been changed to now include Address 2 line, State

and Zip Code.

Business By Sales Type (BLQ102): Business location has been changed to now include Address 2 line, State

and Zip Code.

Business By License Number (BLQ103): Business location has been changed to now include Address 2 line,

State and Zip Code.

Business By Business Number (BLQ104): Business location has been changed to now include Address 2

line, State and Zip Code.

Business By Closed Date (BLQ105): Business location has been changed to now include Address 2 line,

State and Zip Code.

Business By Name (BLQ107): Business location has been changed to now include Address 2 line, State and

Zip Code.

Business By License Type (BLQ108): Business location has been changed to now include Address 2 line,

State and Zip Code.

Open Date (BLQ110): Business location has been changed to now include Address 2 line, State

and Zip Code.

Business By PIA (BLQ112): Business location has been changed to now include Address 2 line, State and

Zip Code.

Business By Business Type (BLQ114): Business location has been changed to now include Address 2 line,

State and Zip Code.

More Report Changes:

Delinquent Businesses (BLQ115): Zip code has been added to the location.